Anic Equity¶
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Total return since start: 0.571 %¶
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Equity now: -----------------------------> 47998.4 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46603.51 Kr¶
PnL: ---------------------------------------> -285.06 Kr¶
DD now: ---------------------------------> -1.299 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-17 09:22:55.125778'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | -0.840000 | 2887.500000 | 251.500000 | 9.540000 | 2636.000010 |
| Beijer Electronics Group | 26 | 0.330000 | 3166.800000 | 195.800000 | 6.590000 | 2971.000006 |
| Boozt | 12 | 3.400000 | 1752.000000 | 98.000000 | 5.930000 | 1653.999996 |
| Corem Property Group B | 59 | -2.580000 | 669.060000 | 92.060000 | 15.950000 | 576.999999 |
| Samhällsbyggnadsbo. i Norden B | 20 | -4.620000 | 437.600000 | 82.600000 | 23.270000 | 355.000000 |
| HMS Networks | 2 | -0.220000 | 715.600000 | 42.600000 | 6.330000 | 673.000000 |
| MedCap | 2 | 1.140000 | 445.000000 | 24.000000 | 5.700000 | 421.000000 |
| OEM International B | 7 | 0.260000 | 550.200000 | 22.200000 | 4.200000 | 527.999997 |
| Coor Service Management Hold. | 8 | 0.580000 | 552.800000 | 20.800000 | 3.910000 | 532.000000 |
| Intrum | 4 | 0.220000 | 547.000000 | 20.000000 | 3.800000 | 527.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.000000 | 581.700000 | 19.700000 | 3.510000 | 562.000005 |
| Midsona B | 63 | -1.240000 | 601.650000 | 18.650000 | 3.200000 | 582.999984 |
| Karnov Group | 9 | 0.000000 | 551.700000 | 15.700000 | 2.930000 | 536.000004 |
| Essity A | 4 | 0.000000 | 1164.000000 | 15.000000 | 1.310000 | 1149.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | -3.560000 | 260.400000 | 14.400000 | 5.850000 | 246.000000 |
| Nordea Bank Abp | 29 | -0.030000 | 3467.240000 | 13.240000 | 0.380000 | 3453.999992 |
| Eastnine | 4 | -0.630000 | 502.400000 | 11.400000 | 2.320000 | 491.000000 |
| Norva24 Group | 16 | 0.000000 | 553.920000 | 10.920000 | 2.010000 | 543.000000 |
| AcadeMedia | 12 | 0.550000 | 567.120000 | 10.120000 | 1.820000 | 557.000004 |
| Resurs Holding | 22 | -0.380000 | 583.660000 | 9.660000 | 1.680000 | 573.999998 |
| Essity B | 2 | -0.240000 | 581.400000 | 7.400000 | 1.290000 | 574.000000 |
| Creaspac SPAC | 6 | -0.310000 | 576.600000 | -0.400000 | -0.070000 | 577.000002 |
| Securitas B | 6 | -0.150000 | 569.280000 | -0.720000 | -0.130000 | 570.000000 |
| Handelsbanken A | 5 | -1.270000 | 542.500000 | -3.500000 | -0.640000 | 546.000000 |
| Swedbank A | 3 | -0.670000 | 560.100000 | -3.900000 | -0.690000 | 564.000000 |
| CTEK | 13 | -2.780000 | 526.500000 | -7.500000 | -1.400000 | 533.999999 |
| SAAB B | 8 | 0.840000 | 3359.200000 | -17.800000 | -0.530000 | 3377.000000 |
| FM Mattsson Mora Group B | 50 | -3.030000 | 2880.000000 | -47.000000 | -1.610000 | 2927.000000 |
| Vivesto | 1368 | 1.990000 | 560.880000 | -52.120000 | -8.500000 | 612.999432 |
| International Petroleum Corp. | 5 | 0.560000 | 538.000000 | -56.570000 | -9.510000 | 594.565215 |
| Sampo Oyj SDB | 7 | -0.180000 | 3787.000000 | -63.000000 | -1.640000 | 3850.000000 |
| Axfood | 13 | 0.730000 | 3606.200000 | -149.800000 | -3.990000 | 3756.000001 |
| OX2 | 18 | -0.300000 | 1498.500000 | -165.500000 | -9.950000 | 1663.999992 |
| Ovzon | 52 | 0.170000 | 3016.000000 | -346.000000 | -10.290000 | 3361.999992 |
| Fasadgruppen Group | 35 | 0.410000 | 3444.000000 | -367.000000 | -9.630000 | 3810.999990 |
| TOTAL | 46603.510000 | -285.060000 | -1.29856% | 46888.564618 |
Updated:¶
'2023-01-17 09:23:07.645304'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
